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Latest Articles from Segue Advisory Group

Check out the latest blog posts from Segue Advisory Group

Featured Articles

Image for Proven tips to claim the R&D tax incentive correctly

4th November 2026

Proven tips to claim the R&D tax incentive correctly

How to determine if your business qualifies for the R&D tax offset and what documentation you need to lodge a compliant claim

Image for Unlock the secrets to tax obligations in year one

27th October 2026

Unlock the secrets to tax obligations in year one

New businesses face a web of registration deadlines, lodgement dates, and reporting requirements that start the moment you begin trading.

Image for The Pros and Cons of Setting Up an SMSF

20th October 2026

The Pros and Cons of Setting Up an SMSF

Self-managed super funds offer control and investment flexibility, but they demand time, discipline, and a solid understanding of compliance obligations.

Image for Proven Tips to Claim Export Market Development Grants

13th October 2026

Proven Tips to Claim Export Market Development Grants

How the EMDG scheme helps Australian SMEs expand overseas, what expenses qualify, and how to build a claim that delivers.

R&D & Government Incentives

Image for Proven tips to claim the R&D tax incentive correctly

4th November 2026

Proven tips to claim the R&D tax incentive correctly

How to determine if your business qualifies for the R&D tax offset and what documentation you need to lodge a compliant claim

Image for Proven Tips to Claim Export Market Development Grants

13th October 2026

Proven Tips to Claim Export Market Development Grants

How the EMDG scheme helps Australian SMEs expand overseas, what expenses qualify, and how to build a claim that delivers.

Image for Proven Tips to Identify What Qualifies as R&D

29th July 2026

Proven Tips to Identify What Qualifies as R&D

Understanding the eligibility criteria for the R&D tax incentive helps Australian businesses claim thousands in offset benefits without audit risk.

Image for Do You Know the Instant Asset Write-Off vs R&D Trade-Off?

29th June 2026

Do You Know the Instant Asset Write-Off vs R&D Trade-Off?

Choosing between immediate deductions and research claims can shift your tax position by tens of thousands of dollars over three years.

Image for Avoid These 7 Mistakes When Claiming R&D and Grants

23rd June 2026

Avoid These 7 Mistakes When Claiming R&D and Grants

Small businesses lose thousands in unclaimed R&D tax offsets and grants every year through poor record keeping, missed deadlines, and misunderstood eligibility criteria.

Startups & New Business

Image for Unlock the secrets to tax obligations in year one

27th October 2026

Unlock the secrets to tax obligations in year one

New businesses face a web of registration deadlines, lodgement dates, and reporting requirements that start the moment you begin trading.

SMSF & Superannuation

Image for The Pros and Cons of Setting Up an SMSF

20th October 2026

The Pros and Cons of Setting Up an SMSF

Self-managed super funds offer control and investment flexibility, but they demand time, discipline, and a solid understanding of compliance obligations.

Image for Why Medium Businesses Should Review Contribution Caps

1st September 2026

Why Medium Businesses Should Review Contribution Caps

How strategic timing and the right contribution structure can help business owners build wealth inside super while maintaining operational cash flow.

Image for Beginner's guide to related party transactions in an SMSF

18th August 2026

Beginner's guide to related party transactions in an SMSF

Understanding how to structure legitimate transactions between your SMSF and your business without breaching sole purpose and arm's length rules

Image for Smart ways to manage SMSF compliance obligations

21st July 2026

Smart ways to manage SMSF compliance obligations

How medium-sized business owners can meet trustee responsibilities and avoid penalties that could compromise their retirement assets and company cashflow.

Bookkeeping & Payroll

Image for Understanding the Basics of ATO Record Keeping

6th October 2026

Understanding the Basics of ATO Record Keeping

How proper record keeping protects your business from compliance penalties and creates a foundation for growth decisions

Image for Everything You Need to Know About Reconciliation

8th September 2026

Everything You Need to Know About Reconciliation

Month-end reconciliation processes turn your bookkeeping data into reliable financial information that supports better business decisions and keeps you compliant.

Acquisitions & Business Transactions

Image for What Are the Steps to Structure a Business Acquisition

29th September 2026

What Are the Steps to Structure a Business Acquisition

How to set up the right legal and financial framework when acquiring another business to protect assets and optimise tax outcomes

Image for Common Mistakes When Claiming Small Business CGT Concessions

22nd September 2026

Common Mistakes When Claiming Small Business CGT Concessions

How overlooked eligibility details and poor timing decisions cost business owners thousands in unnecessary capital gains tax on sale

Wealth & Investment Planning

Image for Why Negative Gearing Has Limits for Business Owners

15th September 2026

Why Negative Gearing Has Limits for Business Owners

Understanding when negative gearing stops working as a wealth creation strategy and what medium-sized businesses should do instead.

Image for Smart ways to approach capital gains tax planning

13th July 2026

Smart ways to approach capital gains tax planning

Practical strategies to reduce CGT exposure when medium-sized businesses sell assets, restructure operations, or transition ownership across Australia.

Business Cash Flow

Image for Proven Tips to Fix the Cash Flow vs Profitability Gap

25th August 2026

Proven Tips to Fix the Cash Flow vs Profitability Gap

Why your business can show a profit on paper but still run out of money, and what to do about it.

Image for How to Manage Inventory Without Draining Cash Flow

16th June 2026

How to Manage Inventory Without Draining Cash Flow

Understanding how stock levels directly affect your cash position and what you can do to maintain healthy working capital while meeting customer demand.

Business Structuring & Asset Protection

Image for Simple hacks to know when to review your structure

11th August 2026

Simple hacks to know when to review your structure

Your business structure should evolve as your revenue, risks, and goals change. Knowing when to review it protects your assets and optimises your tax position.

Image for When to Restructure & What It Really Costs

7th July 2026

When to Restructure & What It Really Costs

The stamp duty and restructuring expenses medium-sized businesses face when moving assets between entities, and how to calculate whether the timing is right.

Financial Reporting & Business Performance

Image for Simple hacks to turn budget vs actual reports into action

4th August 2026

Simple hacks to turn budget vs actual reports into action

Budget vs actual reporting only creates value when it changes what you do next week, not when it explains what happened last month.

Image for Balance Sheets: The Basics and the Details

2nd June 2026

Balance Sheets: The Basics and the Details

What your balance sheet actually shows, why it matters more than your profit figure, and how to read it with confidence.

Business Growth Strategy

Image for Why Should Business Owners Weigh Funding Trade-offs

10th June 2026

Why Should Business Owners Weigh Funding Trade-offs

How choosing the right growth capital determines not just whether you can expand, but what kind of business you'll become.

Recent Articles

Image for Avoid These 5 Mistakes When Restructuring Your Business

26th May 2026

Avoid These 5 Mistakes When Restructuring Your Business

Most businesses outgrow their original structure, but timing the change wrong or choosing the wrong entity can cost you more than staying put.

Image for Avoid These 5 Mistakes When Using Your Accountant

19th May 2026

Avoid These 5 Mistakes When Using Your Accountant

Most business owners miss the strategic value their accountant could deliver because they only ask for compliance work instead of business advisory support.

Image for What Not to Ignore in Your Financial Ratios

19th May 2026

What Not to Ignore in Your Financial Ratios

How the right ratios reveal whether your business is genuinely profitable, sustainable, and ready to grow beyond what revenue alone suggests.

Image for Due Diligence: The Risks and Rewards of Buying a Business

19th May 2026

Due Diligence: The Risks and Rewards of Buying a Business

A thorough investigation before acquisition protects your capital and reveals whether the business can deliver the growth you're planning for.

Image for Proven tips to fund a business acquisition

19th May 2026

Proven tips to fund a business acquisition

How to choose the right funding structure when acquiring an existing business without overextending yourself or giving away too much control

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Disclaimer: This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.